LWM
STLD icon

Lyons Wealth Management’s Steel Dynamics STLD Stock Holding History

Lyons Wealth Management’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13,710
Closed -$410K – 31
2018
Q4 		$410K Sell
13,710
-1,158
-8% -$43.8K 1.34% 32
2018
Q3 		$673K Sell
14,868
-631
-4% -$29.1K 1.33% 31
2018
Q2 		$715K Buy
15,499
+75
+0.5% +$3.55K 1.02% 29
2018
Q1 		$680K Buy
+15,424
New +$710K 1.03% 31

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Lyons Wealth Management's STLD Position: Q1 2019 in Review

Lyons Wealth Management sold out of Steel Dynamics (STLD) in Q1 2019, closing a stake of 13,710 shares — an estimated $410K sold.

Lyons Wealth Management first reported a position in STLD in Q1 2018 and held it in 4 quarters. The position peaked at $715K in Q2 2018. 496 funds tracked by Wall St. Rank hold STLD as of Q1 2019.

  • Lyons Wealth Management reported no remaining Steel Dynamics position as of Q1 2019 after selling out during the quarter.
  • Lyons Wealth Management sold 13,710 Steel Dynamics shares in Q1 2019, an estimated $410K.
  • Lyons Wealth Management first reported a position in Steel Dynamics in Q1 2018 and held it in 4 quarters.
  • Lyons Wealth Management's Steel Dynamics position peaked at $715K in Q2 2018.
  • 496 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.